+50.7%
DVN vs PLTU
+129.7%
-79.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.4% | +6.5% | +2.3% |
| 7D | +2.5% | -17.7% | +20.2% | +3.1% |
| 30D | +10.2% | -12.5% | +22.7% | +10.5% |
| 3M | +8.1% | +39.5% | -31.4% | +6.2% |
| 6M | +15.9% | -7.0% | +22.9% | +15.2% |
| YTD | +38.2% | -38.1% | +76.3% | +39.6% |
| 1Y | +44.5% | -36.0% | +80.5% | +43.6% |
| All | +50.7% | +129.7% | -79.0% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling